Articles related to using filters inside Cloudingo. Cloudingo Filters provide a way to draw a circle around a group of Salesforce records and compare them. Filters allow you to dedupe/merge, update, convert, delete Salesforce records.
In addition to the standard objects already supported (leads, contacts, accounts, and person accounts if enabled), Cloudingo can also be configured to allow for deduping and/or importing against your custom […]
When using ‘Fuzzy’ as your matching option within your filter configuration on a Street field, Cloudingo allows you some flexibility on how to determine the logic. Cloudingo will use a […]
There may be times when you don’t want to merge or convert records that show up in your filter results. This could be because of your business rules or policies, […]
The Filter Library serves as a backup area or archive for your filters. Two big benefits of the filter library are: To clean up and make your dashboard easier to […]